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FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $4.13B
1-Year Est. Return 32.58%
This Fund
S&P 500
This Quarter Est. Return
+9.38%
1 Year Est. Return
+32.58%
3 Year Est. Return
+77.81%
5 Year Est. Return
+94.45%
10 Year Est. Return
+341.63%
AUM
$3.43B
AUM Growth
+$282M
Cap. Flow
+$55.2M
Cap. Flow %
1.61%
Top 10 Hldgs %
35.86%
Holding
1,779
New
32
Increased
501
Reduced
306
Closed
50

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$12.6M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.95M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.09M
2
AVGO icon
Broadcom
AVGO
+$1.9M
3
ROP icon
Roper Technologies
ROP
+$1.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.47M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

Rank Sector Weight
1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATEN icon
1451
A10 Networks
ATEN
$1.97B
$968 ﹤0.01%
50
– –
PFS icon
1452
Provident Financial Services
PFS
$3.26B
$964 ﹤0.01%
55
– –
KALU icon
1453
Kaiser Aluminum
KALU
$2.99B
$959 ﹤0.01%
12
– –
WWW icon
1454
Wolverine World Wide
WWW
$1.63B
$958 ﹤0.01%
53
– –
XHR
1455
Xenia Hotels & Resorts
XHR
$1.75B
$955 ﹤0.01%
76
– –
JBLU icon
1456
JetBlue
JBLU
$2.18B
$952 ﹤0.01%
225
– –
JOBY icon
1457
Joby Aviation
JOBY
$8.09B
$950 ﹤0.01%
90
– –
ARI
1458
Apollo Commercial Real Estate
ARI
$887M
$939 ﹤0.01%
97
– –
CERT icon
1459
Certara
CERT
$1.24B
$936 ﹤0.01%
80
– –
BHE icon
1460
Benchmark Electronics
BHE
$2.9B
$932 ﹤0.01%
24
– –
MLKN icon
1461
MillerKnoll
MLKN
$1.62B
$932 ﹤0.01%
48
-5
-9% -$85
TNDM icon
1462
Tandem Diabetes Care
TNDM
$1.61B
$932 ﹤0.01%
50
– –
TNC icon
1463
Tennant Co
TNC
$1.17B
$930 ﹤0.01%
12
– –
LZB icon
1464
La-Z-Boy
LZB
$1.68B
$929 ﹤0.01%
25
– –
BIL icon
1465
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$917 ﹤0.01%
10
– –
GTY
1466
Getty Realty Corp
GTY
$2.05B
$912 ﹤0.01%
33
– –
BKE icon
1467
Buckle
BKE
$2.31B
$907 ﹤0.01%
20
– –
VRTS icon
1468
Virtus Investment Partners
VRTS
$1.14B
$907 ﹤0.01%
5
– –
AMR icon
1469
Alpha Metallurgical Resources
AMR
$1.98B
$900 ﹤0.01%
8
– –
RUN icon
1470
Sunrun
RUN
$2.38B
$900 ﹤0.01%
110
– –
TILE icon
1471
Interface
TILE
$2.24B
$900 ﹤0.01%
43
– –
PEB icon
1472
Pebblebrook Hotel Trust
PEB
$2.06B
$899 ﹤0.01%
90
– –
HAYW icon
1473
Hayward Holdings
HAYW
$3.26B
$897 ﹤0.01%
65
– –
MBC icon
1474
MasterBrand
MBC
$1.89B
$896 ﹤0.01%
82
-9
-10% -$100
CTS icon
1475
CTS Corp
CTS
$1.78B
$895 ﹤0.01%
21
– –
57 58
59
60 61

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SP
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GCM
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ZP
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SHCM
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CA
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ICP
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BG
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Farmers & Merchants Investments Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Farmers & Merchants Investments Inc held 1,779 positions worth $3.43B, up 9% from $3.15B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.6%. Farmers & Merchants Investments Inc opened 32 new positions and exited 50, leaving the 1,779-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 17% a quarter earlier, followed by Financials and Industrials.

  • Farmers & Merchants Investments Inc's largest Q2 2025 buy was Ralliant Corp: 13,656 shares worth $662K.
  • Farmers & Merchants Investments Inc added most to Salesforce in Q2 2025, an estimated $12.6M increase.
  • Farmers & Merchants Investments Inc's biggest Q2 2025 reduction was Oracle, cutting an estimated $2.09M.
  • Farmers & Merchants Investments Inc fully exited iShares Intermediate Government/Credit Bond ETF in Q2 2025, selling an estimated $256K.
  • Farmers & Merchants Investments Inc's ten largest holdings make up 36% of its $3.43B portfolio in Q2 2025.
  • Farmers & Merchants Investments Inc opened 32 new positions and closed 50 in Q2 2025.
  • Farmers & Merchants Investments Inc's portfolio value rose 9% quarter-over-quarter to $3.43B.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.